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TRUIST FINANCIAL CORP SOFI Position History
SoFi Technologies, Inc. • Financial Services
Quarters held
12
Latest value
$3.4M
Q3 2026
Peak value
$3.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $155K |
| Q3 2025 | $2M |
| Q4 2025 | $148K |
| Q4 2025 | $1.7M |
| Q1 2026 | $1M |
| Q1 2026 | $180K |
| Q2 2026 | $289K |
| Q2 2026 | $3.6M |
| Q2 2026 | $914K |
| Q3 2026 | $277K |
| Q3 2026 | $3.3M |
| Q3 2026 | $3.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.4M | 216.4K | — | — |
| Q3 2026 | $3.3M | 207.0K | — | — |
| Q3 2026 | $277K | 17.6K | — | — |
| Q2 2026 | $914K | 51.0K | — | — |
| Q2 2026 | $3.6M | 202.6K | — | — |
| Q2 2026 | $289K | 16.1K | — | — |
| Q1 2026 | $180K | 11.4K | — | — |
| Q1 2026 | $1M | 66.0K | — | — |
| Q4 2025 | $1.7M | 64.9K | — | — |
| Q4 2025 | $148K | 5.6K | — | — |
| Q3 2025 | $2M | 74.7K | — | — |
| Q3 2025 | $155K | 5.9K | — | — |
Other funds holding SOFI
$1.4B
$850.1M
$794.1M
$545.3M
$515.7M
$515.7M